NBCR vs VONE
Neuberger Berman Core Equity ETF vs Vanguard Russell 1000 ETF
Which is better, NBCR or VONE?
Nearly the same fund. VONE costs less.
VONE has a lower expense ratio. VONE led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. VONE is less concentrated, with 34.9% of the fund in its ten largest positions against 36.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | NBCR | VONE |
|---|---|---|
| Expense Ratio | 0.29% | 0.06%Best |
| AUM | $856M | $8.9B |
| Dividend Yield | 0.42% | 1.02% |
| Holdings | 206 | 1,027 |
| YTD Return | +8.54% | +13.02%Best |
| 1Y Return | +12.11% | +16.73%Best |
| 3Y Return (annualized) | - | +22.11% |
| 5Y Return (annualized) | - | +12.44% |
| Volatility (annualized) | 12.2%Tie | 12.2%Tie |
| Max Drawdown | -18.2%Best | -19.1% |
| $10,000 over 2.2 years | $13,791 | $14,497Best |
| Top 10 Weight | 36.9% | 34.9%Best |
| Fund Family | Neuberger Berman | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 31, 2024 | Sep 20, 2010 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 1, 2024 to Oct 14, 2026 (2.2 years).
NBCR vs VONE growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
NBCR vs VONE Performance
Neuberger Berman Core Equity ETF (NBCR) is an ETF from Neuberger Berman and Vanguard Russell 1000 ETF (VONE) is an ETF from Vanguard (US). Over the past year NBCR returned +12.11% while VONE returned +16.73%. Year to date, NBCR is up 8.54% versus a gain of 13.02% for VONE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBCR and VONE have been equally volatile, both at 12.2% annualized.
The deepest peak-to-trough decline in our data was -18.2% for NBCR and -19.1% for VONE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
NBCR charges 0.29% per year while VONE charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, NBCR currently yields 0.42% against 1.02% for VONE.
Holdings Overlap
96.7% of NBCR's money is in holdings VONE also owns. 67.3% of VONE's money is in holdings NBCR also owns.
Most of NBCR is already inside VONE. Owning both mostly buys the same companies twice.
186 positions in common, counted across the 203 positions we hold weights for in NBCR and 1,014 in VONE, against full books of 206 and 1,027.
What only one of them owns
Our book lists 736 positions for VONE that do not appear in our book for NBCR (31.8% of the fund), and 9 for NBCR that do not appear in VONE (1.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in NBCR | Weight in VONE | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.72% | 7.26% | 0.46% |
| AAPLApple, Inc | 6.95% | 6.46% | 0.49% |
| MSFTMicrosoft Corp | 6.03% | 5.31% | 0.72% |
| AMZNAmazon.Com Inc | 3.51% | 3.55% | 0.04% |
| GOOGLAlphabet Inc | 3.10% | 2.79% | 0.31% |
| GOOGAlphabet Inc. C | 2.31% | 2.25% | 0.06% |
| AVGOBroadcom Inc | 1.83% | 2.43% | 0.60% |
| METAMeta Platforms Inc | 2.26% | 1.77% | 0.49% |
| TSLATesla Inc | 1.55% | 1.52% | 0.03% |
| MUMicron Technology, Inc. | 1.48% | 1.52% | 0.04% |
96.7% of NBCR is already inside VONE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NBCR or VONE?
NBCR has an expense ratio of 0.29% while VONE charges 0.06%. VONE is the cheaper option, by $23 a year on a $10,000 investment.
Which performed better, NBCR or VONE?
Over the past year NBCR returned +12.11% vs +16.73% for VONE, so VONE leads on 1-year performance. Over the longest common window we track (2 years), NBCR annualized +15.73% vs +18.39% for VONE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBCR or VONE?
NBCR and VONE have been equally volatile, both at 12.2% annualized. Worst drawdown: NBCR -18.2% vs VONE -19.1%.
Should I hold both NBCR and VONE?
NBCR and VONE have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between NBCR and VONE?
96.7% of NBCR's money is in holdings VONE also owns. 67.3% of VONE's is in holdings NBCR also owns. They hold 186 positions in common, counted across the 203 positions we hold weights for in NBCR and 1,014 in VONE.
Which pays a higher dividend, NBCR or VONE?
NBCR yields 0.42% while VONE yields 1.02%, so VONE currently pays the higher dividend yield.
Is VONE better than NBCR?
VONE has a lower expense ratio. VONE led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. VONE is less concentrated, with 34.9% of the fund in its ten largest positions against 36.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.